Number of Shares
17,006
Previous 17,352 1.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-346 Reduced 1.99%
17,006 $0
Q2 2024

Aug 14, 2024

BUY
N/A
84 Added 0.49%
17,352 $0
Q1 2024

May 15, 2024

SELL
N/A
-166 Reduced 0.95%
17,268 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-2,208 Reduced 11.24%
17,434 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-157 Reduced 0.79%
19,642 $0
Q2 2023

Aug 15, 2023

SELL
N/A
-2,471 Reduced 11.1%
19,799 $0
Q1 2023

May 03, 2023

BUY
N/A
3,519 Added 18.77%
22,270 $792,000
Q4 2022

Feb 13, 2023

SELL
N/A
-3,795 Reduced 16.83%
18,751 $659,000
Q3 2022

Nov 14, 2022

BUY
N/A
22,546 New
22,546 $664,000
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.